DEMAX Mutual Fund

NAV$51.69

Returns Overview

1 Month
-25.23%
3 Months
+8.23%
6 Months
+35.60%
YTD
+59.73%
1 Year
+227.85%
3 Years (annualized)
+70.46%
5 Years (annualized)
+28.15%
10 Years (annualized)
+22.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DEMAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+59.73%
Peer Avg (YTD)
+23.08%
vs Peers
+36.66%

DEMAX Mutual Fund Performance

DEMAX performance across multiple time periods: 1-month -25.23%, YTD 59.73%, 1-year 227.85%, 3-year 70.46%, 5-year 28.15%, 10-year 22.00%.

DEMAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

DEMAX performance comparison shows side-by-side returns with another fund. DEMAX alternatives are available in the Mutual Fund Screener.